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Overnight Morningstar Development Program Jobs in Dallas, TX

Overnight shift diff available About Our Organization This position supports one of the trusted ... and developments through both oral and written reports. * Functions as a "house supervisor" in ...

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Overnight shift diff available About Our Organization This position supports one of the trusted ... and developments through both oral and written reports. * Functions as a "house supervisor" in ...

Overnight shift diff available About Our Organization This position supports one of the trusted ... and developments through both oral and written reports. * Functions as a "house supervisor" in ...

Develop internal and external training programs to enrich our associates' and customers' knowledge ... Ability to travel 60% of the time, sometimes overnight Note: The above statements are intended to ...

Development Coordinator

Dallas, TX · On-site

$39K - $53K/yr

Continue to build Sky Ranch Alumni Program; develop and maintain relationships with alumni through ... Ability to travel to various geographic locations, including travel by car, and some overnight ...

Development Coordinator

Dallas, TX · On-site

$39K - $53K/yr

Continue to build Sky Ranch Alumni Program; develop and maintain relationships with alumni through ... Ability to travel to various geographic locations, including travel by car, and some overnight ...

Manage all aspects of the NPDES/SWPPP program for each assigned project * Ensure that required ... Ability to travel overnight Required Qualifications * Bachelor's degree from a four-year college or ...

Care Pro - OVERNIGHT

Fort Worth, TX · On-site

$14 - $17.25/hr

Paid Training and continued development * Bi-weekly pay * Competitive pay * Remote clock-in/clock ... Recognition and Rewards program Requirements to be a Care Pros: * Will you treat and care for ...

... work an Overnight Shift $80K to $85K Annually DOE - Employer Paid Health Insurance - Up to 5% ... Professional Development Program * Opportunities for Career Advancement If you are looking to grow ...

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Overnight Morningstar Development Program information

What is the difference between Overnight Morningstar Development Program vs Morningstar Analyst?

AspectOvernight Morningstar Development ProgramMorningstar Analyst
CredentialsTypically requires a bachelor's degree in finance, economics, or related fieldsRequires a bachelor's degree; often preferred with relevant certifications like CFA
Work EnvironmentIntensive training program with rotational assignments, often in a fast-paced office settingResearch-focused role, working on investment analysis and reports
Industry UsageDesigned for early-career professionals entering investment research at MorningstarEntry to mid-level role in investment analysis and research

The Overnight Morningstar Development Program is an intensive training initiative aimed at developing early-career professionals, often with rotational experiences. In contrast, the Morningstar Analyst role involves conducting detailed investment research and analysis. While both require similar educational backgrounds and industry knowledge, the program emphasizes training and development, whereas the analyst position focuses on applying skills to produce research outputs.

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Responsible Investment Program Manager

Fisher Investments

Plano, TX • Hybrid

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 25 days ago


Fisher Investments rating

8.5

Company rating: 8.5 out of 10

Based on 15 frontline employees who took The Breakroom Quiz


Job description

The Fisher Investments Institutional Group (FIIG) serves a global client base of diverse investors, including corporate, public and multi-employer pension funds, foundations and endowments, insurance and financial institutions, and governments. FI currently manages ~$27B AUM with Responsible Investments/ESG/SRI guidelines (Environmental, Social, Governance/Socially Responsible Investing) for clients around the globe.

The Opportunity:

As the Responsible Investments (RI) Program Manager, you will lead the lifecycle of FIIG’s RI-related investment offerings which today include a diverse set of ESG/Sustainable/Impact/Paris-aligned/SRI branded strategies. Such leadership includes roadmap & product strategy development, competitor research, product design & enhancement, and external positioning. You will collaborate with multiple FIIG teams (New Strategy Development, Engagement, Sales/RFP, Marketing & Content) and firm groups (Portfolio Management Group, Legal Compliance Department, etc). You will understand global ESG investment trends & regulations to ensure the firm’s institutional ESG offerings are best positioned to meet current and future client demands.

The Day-to-Day:                       

  • Support and develop ESG-product strategy, roadmap and business cases with firm stakeholders
  • Conduct market and competitor analysis for equity/fixed ESG-product design and enhancement
  • Create external product positioning, value-propositions, and key answers for FI’s ESG & Investment process
  • Support the Responsible Investments team in day-to-day client/prospect requests and act as an internal ESG expert supporting training
  • Maintain expertise in shifting ESG regulatory trends, industry standards, and best practices
  • Monitor market developments from external organizations, third party reporting frameworks (e.g. PRI), ESG labels to understand evolving markets standards and client preferences

Your Qualifications:

  • 5+ years' experience in the financial services sector with at least 3 years in ESG-product development, investment management, or manager research at an asset management/investment consulting firm
  • Strong understanding of global equity markets, institutional investors, portfolio management techniques with experience communicating complex investment concepts
  • Proven knowledge of ESG-related investor & regulatory trends in the EU (e.g. SFDR), UK and US
  • Passionate about both Responsible Investments & asset management
  • Experience using tools from services such as FactSet, Morningstar, and ESG data providers

Why Fisher Investments:

We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:

  • 100% paid medical, dental and vision premiums for you and your qualifying dependents
  • A 50% 401(k) match, up to the IRS maximum
  • 20 days of PTO, plus 10 paid holidays 
  • Family Support programs including 8 week Paid Primary Caregiver Leave, 10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
  • This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change. 

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER


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